Boardroom Alpha Research

Activism

The latest research and analytics on Activist Investors, shareholder activism, and corporate governance.

Executive Moves Update – September 19, 2025

Struggling Crown Castle names Christian Hillabrant CEO, Dexcom appoints interim leaders, Canopy Growth installs CFO amid losses, Bank of America strengthens leadership team. See this week’s key executive moves.

Elliott Pushes for Change at PepsiCo – And Why Boardroom Alpha Agrees

Elliott takes a $4B stake in PepsiCo, pushing for change. Boardroom Alpha analysis shows lagging TSR, governance red flags, insider selling, and weak board ratings. Our vote guidance calls for multiple ‘AGAINST’ votes, echoing Elliott’s recent wins at HPE, Honeywell, and Phillips 66.

AstroNova Settles Proxy Fight with Askeladden Capital

AstroNova and Askeladden Capital reached a cooperation agreement on August 21, 2025, following a contested proxy fight. The deal adds a new independent director, sets standstill provisions, and signals governance changes after years of underperformance.

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